More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Heather Zack is an SVP, Private Client Services for Carson Group, a wealth advisory firm with over $60 billion in assets under management.
July 28
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Robert J.F. Widigan is the Finance Director for the city of Pontiac, Michigan.
July 28
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Teresa Hassara, SVP of workplace savings and retirement solutions at Principal Financial Group
July 27
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Research from Cerulli Associates indicates that marketing and referrals are the best ways to bring in new clients. Yet few firms devote much time or money to either.
July 27
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Jason Stephens of Evertern Wealth found a client base in those fleeing high-tax states for moves to Florida and Texas.
July 27
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Justine Lalla, FCPA, has 20 years of experience in the accounting industry, including FCPA status for the past two years, and is the founder of
JPL Financial Management , an accounting practice in Brisbane specializing in advisory services for labor hire and recruitment businesses.July 27
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Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.
July 24
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Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
July 24
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The partnership includes a $20,000 commitment to Hopey's Heart Foundation — and comes as women are projected to control more than half of the anticipated $84 trillion Great Wealth Transfer by 2045.
July 24
